To ensure that questions get required attention from community members and are NOT left unanswered, it’s important for the author to indicate (by selecting “Yes” or “No” when prompted) whether the question was answered. (newly added) Please note that it is also important to respond to EACH comment your question receives. Your Yes or No response ensures an accurate status for your question.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
For more information, please refer to this announcement explaining best practices for getting answers to questions.
Learn about the new Oracle AI Agent Studio for Fusion Applications: Watch Now
Sales
Discussion List
-
Sort partners based on TiersSummary: How do I sort partners based on tiers in the API crmRestApi/searchResources/latest/custom-actions/queries/ Content (please ensure you mask any confidential info… -
Queue Concept for deal registration ObjectSummary: For the deal registration object, can we have the same queue concept as Service Request object. Requirement: The requirement is to assign the deal registrations…
-
Partner Sales Manager user is unable to view their Partner Salesperson's deal registrationsHi All, For a partner account, 3 users are there, One Partner Admin, one partner sales manager, one partner salesperson. - Partner Admin has standard Partner Admin role …
-
Partner relationship management - Geographies covered functionalitySummary: Partner relationship management - Geographies covered functionality Content (please ensure you mask any confidential information): Partner relationship manageme… -
How to use Call REST response in Javascript Action Chain?Summary: can someone show it here how we can consume REST response, I'm currently using the Call REST in action chain, and I need to get the a value of the specific fiel…
-
How to get Audit Report of a Custom Object using Rest APISummary: To get Audit Report of a Custom Object using Rest API Content (please ensure you mask any confidential information): I want to get the Audit Report of a Custom …
-
Customer Data Migration from a Third-Party Application to Oracle Fusion Sales CloudI’m currently working on a project involving the migration of customer data from a third-party application into Oracle Fusion Sales Cloud, and I’d appreciate some guidan… -
For Assets drilldown feature to be enabled on the Consumer field and a Custom Field in Redwood pageSummary: On the list page of the Assets object (renamed as Financial Accounts), we have 5-6 fields out of which only the OOTB field 'AssetNumber' (CX Ref ID) is drill ab…
-
Video: Working with AttachmentsWorking with Attachments: Adding the attachments component to a panel, subview and the create record page. From the Implementing Redwood Sales video series -
Multiple Managers in an OrganizationSummary: We have created a resource organization hierarchy for cx sales. And in that we have technical team and other teams. So we want to have 2 or more managers in one…
-
Extract Field and Page level properties from App composer for redwood ImplementationSummary: Extract Field and Page level properties from App composer for redwood Implementation Content (please ensure you mask any confidential information): We are curre…
-
How do I enable bell notifications for activities that can open Redwood screens.How do I enable bell notifications for activities that open Redwood screens? This is currently only working for worklist items, but not for activities.
-
AddressTypeList defaultSummary: In classic UI, default address type is already setup once we clicked the 'Create Account' button of Account Object. This is not the case for RedWood UI since th…
-
Video: Call an Groovy Server Side Object Function from Redwood Sales UI TierCall an Groovy Server Side Object Function from Redwood Sales UI Tier There are times when you want to perform some service side logic in a groovy object function, typic…
-
Best practise to be followed during CSMSummary: Best practise to be followed during CSM Content (please ensure you mask any confidential information): We wanted to follow CSM for all custom object migrations …
-
“My Tasks” infolet drill down onto the Redwood Activity record screen instead of the Classic UI.Is it possible for the 'My Tasks' infolet to drill down to the Redwood Activity record screen rather than the Classic UI screen?
-
How to import party relationship between the two organization using File Base Data Import (FBDI) .Summary: There is requirement of client in which we wanted to establish Party relationship between two organizations ( customers) Relationship Type PARENT/SUBSIDIARY). W…
-
How to export and import sanbox from an environment to another?Summary: We made a lot of customization using page composer inside sandboxes, but now we need to copy them in the new environment. Is it possible to export and import ? …
-
Why when typing a note the language changed to Russian?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t… -
How to add description field in attachmentsSummary: How to add description field in attachments of any standard or custom object. Content (please ensure you mask any confidential information): We are trying to ad…
-
Oracle Fusion CX Sales Cloud Service: Connection pooling on REST web service calls in Groovy TriggerWe are making a REST (via a Web Service created in Application Composer > Common Setup > Web Services) call in one of our Groovy triggers that connects to an external se…
-
Workflow Approval Process before Merging a record in CDMHi, We have a use case in our project - when a user initiates a Merge requested for two parties in CDM , then this should trigger an email to Data Governance team and up…Harshini Amancha 91 views 10 comments 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
-
how to update secondary Partner address to Account address in groovySummary: We have script to create Account when partner creates in system in same time we will add primary address also. Now we need to update secondary address also. how…
-
What is the recommended frequency to schedule this ESS job?Is there a recommended frequency to schedule the ESS job 'Synchronize Financials Accounts and Contacts with CX Sales'?
-
Retaining certain values post merge in CDMHi Team, Consider we have two supplier's - A1 and A2 . For A1 supplier the 'Supplier Status' field is Active. For A2 supplier the 'Supplier Status' field is Inactive. Ou…
-
How to create Call report or Appointment in Activity related subtabSummary: I have created a relationship between the Business plan object and the Activity object in order to connect existing activities to Business Plans. This functiona…
-
how to find the logs of DSummary: I tried enriching a handful of records from Oracle CX on'Review' mode. It completed successfully and matched records. Upon downloading it shows only few columns…
-
If that flow applicable merge two accounts have the some same details (Name,add) into single one byContent we need to mere two diffrent accounts in some data but have the same (name,add) and refer to the same customer how can make this merge but taking the data from a… -
Feasibility to add contact in account hierarchySummary: Hi Team , The customer is interested in the possibility of adding a contact to the account hierarchy. They would like to include a contact record as a child of …Lakshmi_Sasidharan 3 views 1 comment 0 points Most recent by Umamaheswarareddy Ambati-Support-Oracle
-
Displaying Contacts of Account in an Account's Child ObjectHi all, I have created a new custom object under Account. I want to create a field where the choice are only the contacts of that specific account. Is it possible to add…